SANDS CAPITAL MANAGEMENT, LLC
data from 30/09/2025
Capitalization
$ 36.248 B
4.07 %
Performance
$ -344.680 B
18 832.76 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 10.72% | 3.886 B $ | 20828827 | 2022/06/30 | 616.321 M $ | 18.10 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.13% | 2.584 B $ | 9251889 | 2015/09/30 | 451.560 M $ | 23.31 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 5.10% | 1.847 B $ | 8413999 | 2015/09/30 | 1.661 M $ | 0.08 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 4.09% | 1.484 B $ | 2865638 | 2019/03/31 | 60.690 M $ | 4.13 % |
| 2025/09/30 | V | VISA INC | 3.79% | 1.375 B $ | 4027033 | 2009/12/31 | -55.092 M $ | -3.85 % |
| 2025/09/30 | NFLX | NETFLIX INC | 3.71% | 1.344 B $ | 1120658 | 2015/12/31 | -158.673 M $ | -10.47 % |
| 2025/09/30 | MELI | MERCADOLIBRE INC | 3.29% | 1.191 B $ | 509845 | 2009/12/31 | -142.089 M $ | -10.59 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 3.20% | 1.160 B $ | 4771097 | 2015/12/31 | 206.353 M $ | 37.94 % |
| 2025/09/30 | NOW | SERVICENOW INC | 3.16% | 1.147 B $ | 1246277 | 2016/06/30 | -151.818 M $ | -10.49 % |
| 2025/09/30 | DASH | DOORDASH INC | 3.02% | 1.094 B $ | 4023291 | 2020/12/31 | 122.105 M $ | 10.34 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 2.98% | 1.080 B $ | 1547640 | 2024/09/30 | -93.942 M $ | -9.04 % |
| 2025/09/30 | AXON | AXON ENTERPRISE INC | 2.86% | 1.035 B $ | 1442341 | 2023/03/31 | -177.726 M $ | -13.32 % |
| 2025/09/30 | SHOP | SHOPIFY INC | 2.84% | 1.031 B $ | 6937271 | 2017/03/31 | 249.204 M $ | 28.83 % |
| 2025/09/30 | META | META PLATFORMS INC | 2.81% | 1.019 B $ | 1388064 | 2023/06/30 | -4.845 M $ | -0.50 % |
| 2025/09/30 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.64% | 956.506 M $ | 5677266 | 2017/03/31 | -79.642 M $ | -8.17 % |
| 2025/09/30 | SE | SEA LTD | 2.41% | 872.768 M $ | 4883167 | 2017/12/31 | 106.690 M $ | 11.75 % |
| 2025/09/30 | XYZ | BLOCK INC | 2.31% | 838.553 M $ | 11603057 | 2020/03/31 | 44.879 M $ | 6.39 % |
| 2025/09/30 | NET | CLOUDFLARE INC | 2.25% | 817.227 M $ | 3808319 | 2021/03/31 | 92.466 M $ | 9.58 % |
| 2025/09/30 | NU | NU HLDGS LTD | 2.23% | 809.500 M $ | 50562162 | 2021/12/31 | 124.815 M $ | 16.69 % |
| 2025/09/30 | IOT | SAMSARA INC | 2.11% | 764.308 M $ | 20518332 | 2021/12/31 | -48.769 M $ | -6.36 % |
| 2025/09/30 | APP | APPLOVIN CORP | 2.02% | 730.726 M $ | 1016959 | 2024/12/31 | 301.159 M $ | 105.25 % |
| 2025/09/30 | AVGO | BROADCOM INC | 1.88% | 679.820 M $ | 2060624 | 2025/03/31 | 100.019 M $ | 19.68 % |
| 2025/09/30 | CVNA | CARVANA CO | 1.76% | 638.107 M $ | 1691515 | 2025/03/31 | 36.301 M $ | 11.95 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 1.65% | 599.784 M $ | 1341109 | 2025/03/31 | -72.863 M $ | -17.70 % |
| 2025/09/30 | FLUT | FLUTTER ENTMT PLC | 1.49% | 540.082 M $ | 2126306 | 2024/03/31 | -67.383 M $ | -11.11 % |
| 2025/09/30 | ASML | ASML HOLDING N V | 1.41% | 512.278 M $ | 529164 | 2012/12/31 | 88.445 M $ | 20.80 % |
| 2025/09/30 | RBLX | ROBLOX CORP | 1.33% | 481.563 M $ | 3476488 | 2024/09/30 | 119.504 M $ | 31.67 % |
| 2025/09/30 | TEAM | ATLASSIAN CORPORATION | 1.16% | 421.884 M $ | 2641730 | 2022/12/31 | -112.325 M $ | -21.36 % |
| 2025/09/30 | IRTC | IRHYTHM TECHNOLOGIES INC | 1.06% | 384.589 M $ | 2236110 | 2020/09/30 | 52.567 M $ | 11.71 % |
| 2025/09/30 | CPNG | COUPANG INC | 0.98% | 354.978 M $ | 11024177 | 2022/12/31 | 26.879 M $ | 7.48 % |
| 2025/09/30 | AJG | GALLAGHER ARTHUR J & CO | 0.93% | 338.877 M $ | 1094070 | 2025/03/31 | -11.639 M $ | -3.24 % |
| 2025/09/30 | DXCM | DEXCOM INC | 0.92% | 332.022 M $ | 4934189 | 2020/03/31 | -198.959 M $ | -22.91 % |
| 2025/09/30 | BLDR | BUILDERS FIRSTSOURCE INC | 0.81% | 294.747 M $ | 2430902 | 2025/03/31 | 4.636 M $ | 3.91 % |
| 2025/09/30 | ONON | ON HLDG AG | 0.79% | 286.685 M $ | 6769430 | 2025/06/30 | -44.759 M $ | -18.64 % |
| 2025/09/30 | CSL | CARLISLE COS INC | 0.77% | 279.452 M $ | 849501 | 2025/06/30 | -18.947 M $ | -11.90 % |
| 2025/09/30 | DDOG | DATADOG INC | 0.74% | 269.802 M $ | 1894680 | 2022/06/30 | 22.370 M $ | 6.01 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.73% | 263.253 M $ | 936043 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TTEK | TETRA TECH INC NEW | 0.66% | 239.636 M $ | 7179032 | 2024/12/31 | -13.417 M $ | -7.17 % |
| 2025/09/30 | HDB | HDFC BANK LTD | 0.58% | 211.477 M $ | 6190788 | 2017/03/31 | -122.571 M $ | -55.45 % |
| 2025/09/30 | FWONK | LIBERTY MEDIA CORP DEL | 0.58% | 210.428 M $ | 2014627 | 2023/09/30 | -95.551 K $ | -0.05 % |
| 2025/09/30 | WCN | WASTE CONNECTIONS INC | 0.57% | 208.006 M $ | 1183194 | 2021/06/30 | -12.231 M $ | -5.85 % |
| 2025/09/30 | ROP | ROPER TECHNOLOGIES INC | 0.48% | 175.427 M $ | 351775 | 2019/06/30 | -22.343 M $ | -12.02 % |
| 2025/09/30 | KKS.F | KASPI KZ JSC | 0.37% | 134.302 M $ | 1644240 | 2024/03/31 | -3.700 M $ | -2.59 % |
| 2025/09/30 | TDG | TRANSDIGM GROUP INC | 0.34% | 122.966 M $ | 93296 | 2017/03/31 | -17.608 M $ | -13.32 % |
| 2025/09/30 | RACE | FERRARI N V | 0.34% | 122.129 M $ | 251698 | 2023/03/31 | -1.345 M $ | -1.12 % |
| 2025/09/30 | MCK | MCKESSON CORP | 0.33% | 121.402 M $ | 157146 | 2025/03/31 | 5.800 M $ | 5.43 % |
| 2025/09/30 | SAP | SAP SE | 0.32% | 117.645 M $ | 440270 | 2025/03/31 | -10.675 M $ | -12.13 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.32% | 116.579 M $ | 331887 | 2022/06/30 | 13.286 M $ | 13.99 % |
| 2025/09/30 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.31% | 113.397 M $ | 3769853 | 2023/06/30 | -24.765 M $ | -17.27 % |
| 2025/09/30 | VG | VENTURE GLOBAL INC | 0.29% | 106.199 M $ | 7484070 | 2025/03/31 | -10.918 M $ | -8.92 % |
| 2025/09/30 | APH | AMPHENOL CORP NEW | 0.27% | 98.410 M $ | 795234 | 2025/03/31 | 23.503 M $ | 25.32 % |
| 2025/09/30 | YMM | FULL TRUCK ALLIANCE CO LTD | 0.24% | 87.766 M $ | 6766855 | 2024/12/31 | 8.035 M $ | 9.82 % |
| 2025/09/30 | GRAB | GRAB HOLDINGS LIMITED | 0.21% | 75.196 M $ | 12490985 | 2024/09/30 | 18.570 M $ | 19.68 % |
| 2025/09/30 | GLOB | GLOBANT S A | 0.13% | 48.673 M $ | 848262 | 2020/03/31 | -29.089 M $ | -36.83 % |
| 2025/09/30 | LIN | LINDE PLC | 0.11% | 40.074 M $ | 84367 | 2024/12/31 | 504.372 K $ | 1.24 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.11% | 39.628 M $ | 194619 | 2025/06/30 | -157.960 K $ | -0.50 % |
| 2025/09/30 | KVYO | KLAVIYO INC | 0.08% | 30.613 M $ | 1105559 | 2023/09/30 | -6.532 M $ | -17.54 % |
| 2025/09/30 | MNDY | MONDAY COM LTD | 0.06% | 22.509 M $ | 116213 | 2024/12/31 | -14.083 M $ | -38.41 % |
| 2025/09/30 | DUOL | DUOLINGO INC | 0.04% | 15.343 M $ | 47672 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ARGX | ARGENX SE | 0.03% | 12.262 M $ | 16625 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | STVN | STEVANATO GROUP S P A | 0.03% | 11.972 M $ | 464931 | 2023/06/30 | 613.318 K $ | 5.40 % |
| 2025/09/30 | FIG | FIGMA INC | 0.03% | 11.762 M $ | 226752 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GTLB | GITLAB INC | 0.02% | 5.747 M $ | 127475 | 2022/06/30 | -3.824 K $ | -0.07 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 0.01% | 2.698 M $ | 11960 | 2020/09/30 | 21.288 K $ | 0.80 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.00% | 0.000 $ | 0 | 2015/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | OKTA | OKTA INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CHTR | CHARTER COMMUNICATIONS INC N | 0.00% | 0.000 $ | 0 | 2020/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ICLR | ICON PLC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | RGEN | REPLIGEN CORP | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |